Owner configures technical sources and carrier accounts. These settings do not approve parcel/service choices or grant authority to book production work.
Arrange the order-source adapter
Open Order source. Agree the adapter version, supported field catalogue, public HTTPS endpoint and signing arrangements with the factory-system operator. Create or select the intended source and its version through the offered controls.
Generate the lookup/callback secrets when required and pass them privately through the approved process. A newly shown secret must be handled at that point; do not paste it into public support notes.
Before activating the version, check the endpoint, catalogue and both required secrets. The current implementation supports one active source per site. A source change is not merely renaming a displayed connection.
Test only the intended operation
Test a lookup is a read-only lookup through the configured live source; it does not book or print. Use a permitted work reference and inspect its result. It still contacts the actual configured source and can return private delivery information.
Do not confuse a lookup test with a carrier booking test or physical printer qualification.
Review callbacks
The source page shows booking-outcome callback delivery and held events. Where events need deliberate replay, Send these events again, unchanged preserves the original event.
Moving held events to the current endpoint version is a separate, reasoned migration. Check that the new receiver/version should receive those particular original outcomes. Read the page's current sending status; saved events do not prove delivery succeeded.
Configure carrier account and environment
Open Carrier accounts. Confirm the exact account reference, credentials, sender and production/sandbox environment. Saving an account is separate from enabling live sending. Use the explicit live control and required reason/confirmation only when the organisation intends real carrier bookings.
The current site version permits one carrier account at a time. Retired references and historical bookings are not silently reused as a different account.
Coordinate dependent approvals
After source, catalogue or carrier changes, have Authors/Reviewers check affected preset/rule dependencies and Automatic qualification. Operators need current approved work, not an assumption that every prior proof remains valid.